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Cornerstone Strategic Value Fund
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Overview Fund Activity

56 hedge funds and large institutions have $58.7M invested in Cornerstone Strategic Value Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$22.6M
2
LPL Financial
2
LPL Financial
California
$2.71M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$404K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.85M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.82M
2
YCM
2
Yakira Capital Management
Connecticut
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.42M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CCG
5
Capital CS Group
California
$346K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$206K – – –
Creative Planning
27
Creative Planning
Kansas
$205K +$205K +14,555 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$188K +$188K +13,338 New
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$185K +$185K +13,153 New
CA
30
Cetera Advisors
Colorado
$163K +$163K +11,599 New
IIC
31
Ironwood Investment Counsel
Arizona
$161K +$161K +11,481 New
HIA
32
Harbor Investment Advisory
Maryland
$106K +$2.84K +203 +3%
GWM
33
Geneos Wealth Management
Colorado
$78K +$3.59K +258 +5%
Bank of America
34
Bank of America
North Carolina
$77K -$12.6K -892 -14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$69K +$1.92K +135 +3%
WWM
36
Wagner Wealth Management
South Carolina
$57K -$53.6K -3,831 -48%
TWM
37
Tradition Wealth Management
Minnesota
$57K +$57K +4,064 New
APA
38
American Portfolios Advisors
New York
$34.6K +$24K +1,707 +226%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$33K +$33K +2,370 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$21K -$51.2K -3,657 -71%
GWMIA
41
Global Wealth Management Investment Advisory
Florida
$21K – – –
LFG
42
Larson Financial Group
Missouri
$21K +$21K +1,524 New
Wells Fargo
43
Wells Fargo
California
$21K +$21K +1,525 New
SIS
44
Sound Income Strategies
Florida
$19K – – –
VRM
45
Vectors Research Management
New York
$11K +$11K +813 New
RA
46
Rise Advisors
New York
$5.66K +$5.66K +402 New
FFG
47
Ford Financial Group
California
$4.23K +$89 +6,313 +2%
SWM
48
Spire Wealth Management
Virginia
$4K – – –
CWA
49
Clearview Wealth Advisors
Oregon
$3K +$3K +194 New
HI
50
Harbour Investments
Wisconsin
$1K -$55.2K -2,151 -98%
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2
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